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Connectivity & Space

Connectivity is splitting into ground networks (5G and 6G) and satellites in low Earth orbit. We expect their merger into non-terrestrial networks to be the main development of the 2030s.

medium conviction 10 technologies

Category overview

5G consumer adoption has been underwhelming; enterprise private networks are the real value. Starlink dominates LEO internet with 7,000+ satellites. NTN (non-terrestrial networks) integrates satellites into mobile standards. 6G research accelerating with Nvidia threatening to open-source the standards. Undersea cables carry 99% of intercontinental data and face sabotage risk.

Technologies tracked

10 total

5G networks 6G research Low-Earth orbit satellite internet Mesh networking Non-terrestrial networks (NTN) Open RAN Private 5G networks Satellite-based Earth observation Undersea cable infrastructure WiFi 7

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